Creating, Editing, Deleting HACCP Compliance Checklists

• About HACCP Compliance Checklists in Touch
• Creating an HACCP Compliance Checklist (i.e., Report)
  • Creating Corrective Action Options 
• Creating an HACCP Compliance Checklist - Video Tutorial (4:36)
• Duplicating an HACCP Compliance Checklist
• Editing an HACCP Compliance Checklist
• Deleting an HACCP Compliance Checklist 
• Moving HACCP Compliance Checklist to Another Folder
• FAQs
  • Is there a way to add an alert or notification for HACCP checklists?
  • Can an HACCP report (i.e., compliance checklist) exist in more than one folder (i.e., same checklist in multiple folders)?

About HACCP Compliance Checklists in Touch

You can create custom HACCP compliance checklists in Touch that allow staff to input responses to questions about food safety protocols as per HACCP.

The Touch screenshot below is an example of the format of the checklist, showing the different input type controls (e.g., text field, check box, drop-down, etc.) available for a question (right-click image to open and expand in new tab). 

In addition, for each question, there is the ability for the user to select if corrective action was taken via the Log Corrective Action check box. When the checkbox is selected the Corrective Action field appears. When that field is clicked, the Select a Corrective Action pop-up appear for you to select the corrective action.

Creating an HACCP Compliance Checklist (i.e., Report)

HACCP compliance checklists, also known as HACCP reports, are created in Touch Admin. To create an HACCP checklist, complete the following steps. 

1. In Touch Admin, select HACCP HQ (under Location Setup). The HACCP HQ screen appears.
2. Click the Report Manager tab. 
   
   
   
   
3. Any report (i.e., checklist) that you create will need to be stored in a folder for organizational purposes:
   • If a folder already exists for you to store your new report, then proceed to step 4. 
   • If a folder does not exist, or if a new folder needs to be created that is appropriate for your new report, then click the Create New Folder button. The Create New Folder pop-up appears (screenshot below). Enter the name of the folder and click the Create button to create the folder. Then proceed to step 4. 
     
     
     
     
4. At the top right of the screen, click the New Report button. The Create Report screen appears.
   
   
   
   
5. Enter or select the following:
   • Report name - enter a name for the report (this name appears on Touch).
   • Report folder - select the folder to store the report. 
6. If the report is to be completed by staff by a certain time each day, then select the Track to Ensure Report is Completed by a Certain Time Daily check box. Then enter the time in the field that appears (screenshot below).
   
   
   
   
7. Your report will be organized into sections. Click the Add Section button, and enter a name for the section. 
   
   
   
   
8. You enter questions into a section. To add a question to a section, click its Add Question button. The screen refreshes with a Question field and a Question type field. 
   
   
   
   
9. In the Question field, type the question. For example, "Time meal was delivered?".
10. In the adjacent Question type drop-down, select the data type of the questions, which determines the type of input control the user interacts with when answering the question in Touch. The following data types are available:
    • String - the Touch input control is a string type field, which allows 100 characters
    • Text - the Touch input control is a text type field, which allows unlimited characters.
    • Checkbox - the Touch input control is a check box. 
    • Select - the Touch input control is a drop-down with options to select from. 
    • Boolean - the Touch input control is a true/false slider. 
    • Number - the Touch input control is a number type field, allowing only numbers to be entered. 
    • Date - the Touch input control is a date type field, allowing a date to be entered via a pop-up calendar function. 
    • Time - the Touch input control is a time type field, allowing a time to be entered via a pop-up time function. 
    • Temperature - the Touch input control is a temperature field, allowing a number to be entered. and the option of selecting C or F as the temperature type. Note that by default, the temperature type will be automatically selected based on the geographic location of your Touch app account (F for USA and C for Canada). If needed, the default temperature type can be changed for your Touch app account; please reach out to MealSuite Support to do so. If you are MealSuite Support, see the the following internal article to configure the default temperature type for a Touch app account: Selecting the Default Temperature Type for a Touch App Account (INTERNAL).
    • Signature - a digital signature form is added to the list, which becomes enabled once all other questions are answered on the list. When the user digitally signs the checklist, it will also be timestamped. 
11. The Touch screenshot below is an example of the input controls based on each data type (right-click image to expand in new tab).
    
    
    
    
12. Add any remaining questions to sections as needed.
13. When finished, click the Save Report button. You are returned to the Report Manager screen, where the newly-created report is listed in its assigned folder. 

Creating Corrective Action Options

For each question, there is the ability for the user to select if corrective action was taken via the Log Corrective Action check box. When the checkbox is selected the Corrective Action field appears. When that field is clicked, the Select a Corrective Action pop-up appear for you to select the corrective action.

These corrective action types are created by you in Touch Admin. To do so, complete the following steps:

1. In Touch Admin, select HACCP HQ (under Location Setup). The HACCP HQ screen appears.
2. Select the Setting tab. Any existing corrective actions are listed.
   
   
   
   
3. Click the Add Corrective Action button. The screen refreshes as follows:  
   
   
   
   
4. In the Name field enter a name for the corrective action.
5. Click the Add Corrective Action button. You are returned to the main screen where the newly-added corrective action is listed.

Creating an HACCP Compliance Checklist - Video Tutorial (5:36)

The following video tutorial walks you through how to create an HACCP compliance checklist in Touch Admin:

Duplicating an HACCP Compliance Checklist

Rather than creating an HACCP compliance checklist from scratch, you can duplicate an existing HACCP compliance checklist and make appropriate edits to it. To duplicate an HACCP compliance checklist, complete the following steps: 

1. In Touch Admin, select HACCP HQ (under Location Setup). The HACCP HQ screen appears.
2. Click the Report Manager tab. A list of existing reports (i.e., HACCP compliance checklists) appear. 
   
   
   
   
3. For the report you want to duplicate, click its Action control and select Duplicate (first screenshot below). A confirmation message appears (second screenshot below). 
   
   
   
   
   
   
4. Click the Duplicate button. The report is duplicated and saved in the existing folder of the original report. You can now make edits to the duplicated report; see Editing an HACCP Compliance Checklist. 

Editing an HACCP Compliance Checklist

To edit an existing HACCP compliance checklist, complete the following steps: 

1. In Touch Admin, select HACCP HQ (under Location Setup). The HACCP HQ screen appears.
2. Click the Report Manager tab. A list of existing reports (i.e., HACCP compliance checklists) appear. 
   
   
   
   
3. For the report you want to edit, click its Action control and select Edit Report. 
   
   
   
   
4. The report appears for editing. Rather than repeat the instructions here on editing a recipe, the same details can be found above in the Creating an HACCP Compliance Checklist topic (start at step 5). 

Deleting an HACCP Compliance Checklist

To delete an HACCP compliance checklist, complete the following steps:

1. In Touch Admin, select HACCP HQ (under Location Setup). The HACCP HQ screen appears.
2. Click the Report Manager tab. A list of existing reports (i.e., HACCP compliance checklists) appear. 
   
   
   
   
3. For the report you want to delete, click its Action control and select Delete (first screenshot below). A confirmation message appears (second screenshot below). 
   
   
   
   
   
   
4. Click the Delete button. The report is deleted. 

Moving HACCP Compliance Checklist to Another Folder

To move an HACCP compliance checklist to another folder, complete the following steps:

1. In Touch Admin, select HACCP HQ (under Location Setup). The HACCP HQ screen appears.
2. Click the Report Manager tab. A list of existing reports (i.e., HACCP compliance checklists) appear. 
   
   
   
   
3. For the report you want to move, click its Action control and select Change Folder (first screenshot below). The Change Report Folder pop-up appears (second screenshot below). 
   
   
   
   
   
   
4. Select the folder to move the report to, and click the Save button. The report is moved. 

FAQs

Is there a way to add an alert or notification for HACCP checklists?

No. At this time there is no means to add alerts or notifications for HACCP checklists. 

Can an HACCP report (i.e., compliance checklist) exist in more than one folder (i.e., same checklist in multiple folders)?

No. An HACCP report (i.e., compliance checklist) cannot exist in more than one folder. However, you can duplicate a checklist and then change the folder of the duplicated checklist. See Duplicating an HACCP Compliance Checklist above and then Moving an HACCP Compliance Checklist to Another Folder.